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Endowments & Foundations » What Should I Know Before Becoming a Board Member?
October 06, 2016 | Wealth Management
This is a common question from people considering joining a non-profit board. Most have probably already heard of the broad set of duties entrusted to fiduciaries (i.e., fiduciaries have a duty of care, loyalty, and obedience to the organizations they serve). Before becoming a board member, it’s …
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InstitutionalEndowments & Foundations » Webinar: Fiduciary Insights for Endowments & Foundations
September 30, 2016 | Investment Themes
Fiduciary issues are often at the forefront of board members’ minds, and with good reason - it can be a complex and ever evolving topic. Nicholas Cintineo, Senior Investment Consultant, discusses some of the most common questions we’ve received from endowments and foundations about fiduciary best …
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Institutional
Endowments & Foundations » Five Ways to Attract Millennial Donors
August 17, 2016 | Investment Themes
Millennials, between the ages of 18-32 or born after 1980, are overtaking baby boomers as the largest living population, according to the 2015 census. Millennials already account for 11% of total non-profit giving and nearly 60% of millennials say they give to charities. With more millennials …
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InstitutionalEndowments & Foundations » Four Ways to Build Stronger Relationships with your Donors
July 13, 2016 | Investment Themes
How well are you stewarding the donors that keep your organization running by investing in time, talent, and treasure? Are your donors in a rewarding and meaningful relationship with your organization? Implementing donor stewardship activities can increase trust and improve donor relationships to …
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InstitutionalEndowments & Foundations » Webinar: 5 Habits of Successful Endowments & Foundations
June 20, 2016 | Investment Themes
While investment returns are largely outside of your control, the policies and processes which define your organization are not. James Ebenhoch, Endowment & Foundation Consultant, and Nicholas Cintineo, Senior Investment Consultant, discuss the habits and norms that we’ve seen shared across many …
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InstitutionalEndowments & Foundations » A Knowledgeable Board & Staff is Key to Success
May 25, 2016 | Wealth Management
What makes an endowment or foundation successful? Healthy investment returns? Sensible withdrawal levels? Strong fundraising? All of these are certainly important, but I would argue that there’s a more fundamental requirement for success: knowledgeable and engaged board and staff. It’s the …
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InstitutionalEndowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income
April 26, 2016 | Investment Themes
Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …
Library » Regulatory FAQ: “Final” Agency Rules Issued After Mid-May, 2016, Might Not Be So Final
April 06, 2016 | Retirement Plans
If the political balance of power changes in 2017, what can be done to reverse Obama Administration agency regulations? An obscure parliamentary mechanism called the Congressional Review Act (CRA) may enable the 2017 Congress and President to overturn final regulations they don’t like . . . but …
Endowments & Foundations » Why Your Organization Should Consider Planned Giving
January 13, 2016 | Investment Themes
Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income. Planned giving is built on the premise of building relationships in a three-tiered, strategic …
Endowments & Foundations » Webinar: Challenges and Opportunities for Endowments & Foundations in 2016
December 29, 2015 | Investment Themes
Income scarcity in a low interest rate environment and drops in donor retention rates, are two examples of the challenges facing endowments & foundations in 2016. Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment/Foundation Consultant, discuss our investment outlook and …